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Financial Gravity Asset Management’s iShares US Transportation ETF IYT Stock Holding History

Financial Gravity Asset Management’s Portfolio IYT Stock Details IYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$41K Buy
+740
New +$39.5K 0.04% 94
2018
Q3 		$20K Hold
440
– – 0.02% 471
2018
Q2 		$22K Hold
440
– – 0.02% 462
2018
Q1 		$20K Buy
+440
New +$21.2K 0.02% 504

Other funds holding IYT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Financial Gravity Asset Management's IYT Position: Q4 2020 in Review

Financial Gravity Asset Management opened a new position in iShares US Transportation ETF (IYT) in Q4 2020: 740 shares worth $41K. The stake represents 0.04% of the portfolio and ranks #94 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in IYT as recently as Q3 2018.

Financial Gravity Asset Management first reported a position in IYT in Q1 2018 and has held it in 4 quarters since. 197 funds tracked by Wall St. Rank hold IYT as of Q4 2020.

  • Financial Gravity Asset Management held 740 shares of iShares US Transportation ETF worth $41K as of Q4 2020.
  • iShares US Transportation ETF was a new Financial Gravity Asset Management position in Q4 2020.
  • iShares US Transportation ETF made up 0.04% of Financial Gravity Asset Management's portfolio in Q4 2020, its #94 holding.
  • Financial Gravity Asset Management first reported a position in iShares US Transportation ETF in Q1 2018 and has held it in 4 quarters since.
  • 197 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2020.

Based on Financial Gravity Asset Management's 13F filing for Q4 2020, filed 16 Feb 2021.